+391.7%
APP vs ENPH
-76.6%
+468.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.1% | +2.2% |
| 7D | +0.9% | -2.4% | +3.2% | +1.4% |
| 30D | -23.3% | -6.6% | -16.7% | -22.3% |
| 3M | -42.6% | -46.8% | +4.2% | -35.0% |
| 6M | -33.6% | -14.7% | -18.9% | -33.6% |
| YTD | -52.4% | +13.5% | -65.9% | -57.6% |
| 1Y | -35.9% | -0.4% | -35.5% | -41.7% |
| 3Y | +642.2% | -71.7% | +714.0% | +766.0% |
| 5Y | +311.1% | -79.1% | +390.2% | +396.9% |
| All | +391.7% | -76.6% | +468.3% | +430.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling